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Portfolio (Quarterly) Guide ↗

AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.9B AUM 798 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 94 Added 241 Reduced 70 Exited
Page 21 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VMC VULCAN MATLS CO Basic Materials 915.0 $270K 0.01% $295.01 -7.1%
402 NTRS NORTHERN TR CORP Financial Services 1,530.0 $266K 0.01% $173.84 +7.5%
403 VOT VANGUARD INDEX FDS 868.0 $266K 0.01% -130.0 -13.0% $306.30 -0.9%
404 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,205.0 $266K 0.01% $51.05 +34.6%
405 HEDJ WISDOMTREE TR 4,530.0 $258K 0.01% NEW $57.00 +1.0%
406 PALL ABRDN PALLADIUM ETF TRUST Financial Services 11,495.0 $254K 0.01% +9K +299.6% $22.08 +10.1%
407 IBDU ISHARES TR 10,562.0 $245K 0.01% NEW $23.16 -0.3%
408 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,646.0 $244K 0.01% -83.0 -3.0% $92.09 -1.9%
409 PDP INVESCO EXCHANGE TRADED FD T 1,600.0 $243K 0.01% NEW $151.73 -10.9%
410 FDLO FIDELITY COVINGTON TRUST 3,551.0 $243K 0.01% $68.33 +6.8%
411 TER TERADYNE INC Technology 500.0 $242K 0.01% NEW $483.84 -24.3%
412 MDLZ MONDELEZ INTL INC Consumer Defensive 4,160.0 $241K 0.01% -979.0 -19.1% $57.84 +8.9%
413 DT DYNATRACE INC Technology 5,478.0 $241K 0.01% -41K -88.2% $43.91 +14.0%
414 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 30,000.0 $238K 0.01% NEW $7.92 +10.4%
415 EPD ENTERPRISE PRODS PARTNERS L 6,389.0 $235K 0.01% NEW $36.76
416 GRMN GARMIN LTD Technology 985.0 $234K 0.01% +7.0 +0.7% $237.54 +21.5%
417 MET METLIFE INC Financial Services 2,756.0 $233K 0.01% -340.0 -11.0% $84.61 +13.3%
418 DCI DONALDSON INC Industrials 2,587.0 $232K 0.01% -19K -88.1% $89.77 +3.9%
419 BIV VANGUARD BD INDEX FDS 2,995.0 $230K 0.01% $76.70 -1.0%
420 HEICO CORP NEW 883.0 $228K 0.01% NEW $257.91
Page 21 of 23  ·  444 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.8%
Consumer Cyclical 17.9%
Technology 13.8%
Healthcare 6.3%
Industrials 4.7%
Consumer Defensive 4.3%
Communication Services 2.7%
Energy 1.7%
Basic Materials 1.6%
Utilities 1.1%